FMWA
Forvis Mazars Wealth Advisors’s Biogen BIIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,093
| Closed | -$306K | – | 264 |
|
|
2021
Q1 | $306K | Sell |
1,093
-368
| -25% | -$103K | 0.02% | 222 |
|
|
2020
Q4 | $358K | Buy |
1,461
+627
| +75% | +$154K | 0.02% | 265 |
|
|
2020
Q3 | $237K | Buy |
+834
| New | +$237K | 0.01% | 287 |
|
|
2020
Q2 | – | Sell |
-722
| Closed | -$228K | – | 309 |
|
|
2020
Q1 | $228K | Sell |
722
-12
| -2% | -$3.79K | 0.02% | 258 |
|
|
2019
Q4 | $218K | Buy |
+734
| New | +$218K | 0.02% | 270 |
|
|
2018
Q4 | – | Sell |
-646
| Closed | -$228K | – | 226 |
|
|
2018
Q3 | $228K | Buy |
+646
| New | +$228K | 0.02% | 214 |
|
|
2018
Q1 | – | Sell |
-631
| Closed | -$201K | – | 236 |
|
|
2017
Q4 | $201K | Buy |
+631
| New | +$201K | 0.02% | 235 |
|
|
2016
Q4 | – | Sell |
-697
| Closed | -$218K | – | 204 |
|
|
2016
Q3 | $218K | Sell |
697
-244
| -26% | -$76.3K | 0.03% | 176 |
|
|
2016
Q2 | $228K | Buy |
941
+77
| +9% | +$18.7K | 0.03% | 172 |
|
|
2016
Q1 | $225K | Buy |
864
+115
| +15% | +$29.9K | 0.04% | 169 |
|
|
2015
Q4 | $229K | Sell |
749
-43
| -5% | -$13.1K | 0.03% | 166 |
|
|
2015
Q3 | $231K | Buy |
792
+48
| +6% | +$14K | 0.04% | 160 |
|
|
2015
Q2 | $301K | Buy |
744
+45
| +6% | +$18.2K | 0.05% | 142 |
|
|
2015
Q1 | $295K | Buy |
699
+72
| +11% | +$30.4K | 0.04% | 148 |
|
|
2014
Q4 | $213K | Sell |
627
-27
| -4% | -$9.17K | 0.03% | 149 |
|
|
2014
Q3 | $216K | Hold |
654
| – | – | 0.04% | 132 |
|
|
2014
Q2 | $206K | Sell |
654
-109
| -14% | -$34.3K | 0.04% | 137 |
|
|
2014
Q1 | $237K | Hold |
763
| – | – | 0.04% | 145 |
|
|
2013
Q4 | $213K | Buy |
+763
| New | +$213K | 0.04% | 148 |
|